See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,112 | $59,805+122.6% | $79,550+67.3% | $68,494+94.3% |
| Participation rate | 8.3% | 61.1%-52.7pp | 69.5%-61.2pp | 67.9%-59.6pp |
| Annual return | -19.15% | -12.30%-6.9pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $562 | $1,505-62.7% | $2,413-76.7% | $2,596-78.4% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |